Portfolio (Quarterly)
Guide ↗
STILWELL VALUE LLC
· CIK 0001397076| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | FB BANCORP INC | — | 20,000.0 | $275K | 0.17% | — | — | $13.74 | — |
| 22 | MBBC | MARATHON BANCORP INC | Financial Services | 20,000.0 | $271K | 0.16% | — | — | $13.53 | +7.2% |
| 23 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 547.0 | $49K | 0.03% | — | — | $90.11 | +11.8% |
| 24 | WHLR | WHEELER REAL ESTATE INVT TR | Real Estate | 19,029.0 | $18K | 0.01% | NEW | — | $0.93 | +21.0% |
| 25 | MET | METLIFE INC | Financial Services | 60.0 | $4K | 0.00% | — | — | $70.72 | +12.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
59.1%
Consumer Cyclical
40.9%
Real Estate
0.0%